Behavioral Finance
Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.
Looking Back
By Staff WriterRobert F. Keane's cover story this month explores how the science of behavioral finance can be applied to investment advice. In the November 1999 cover...
July 01, 2005
Rebels Without a CauseIt's always dangerous to ask a writer what he thinks about anything. You're likely to hear something you don't want to, for longer than you...
June 29, 2005
Wavering Client CaptionWavering Client CaptionWhen a prospective client's reaction to a proposed financial plan is thumbs down, a planner needs to consider the reasons for the ...
June 29, 2005
Ohio Bank To Use Jackson-National B-DFirstMerit Corp. has agreed to put Invest Financial Corp. in charge of its broker-dealer operations.[@@]FirstMerit, Akron, Ohio, a bank holding company with $10 billion ...
June 29, 2005
Appeals Court Kills Parts Of California Privacy LawThe 9th Circuit Court of Appeals has reversed a lower court ruling and held that portions of a strong California privacy law are preempted ...
June 24, 2005
Hartford Backs Murderball FilmHartford Financial Services Group Inc. is promoting the abilities of people with disabilities by supporting the release of an independent documentary.[@@]The Hartford insurer is ...
June 24, 2005
Survey: Boomers Like Their AdvisorsMembers of the "Silent Generation" and older baby boomers have started to shift their attention toward retirement income planning.[@@]The life unit at Hartford Financial ...
June 22, 2005
Court Kills Parts Of California Privacy LawThe Ninth Circuit Court of Appeals last week reversed a lower court ruling and said that portions of a strong California privacy law are ...